Original filing (PDF)20250909125923NAL0034139216001

Tri-County Mental Health Services, Inc., DBA Beacon Mental Health

Name: Tri-County Mental Health Services, Inc., DBA Beacon Mental Health — Form 5500 Plan 001 (2024)
Creator: Tri-County Mental Health Services, Inc., DBA Beacon Mental Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Beacon Mental Health 403(b) Retirement Plan

401(k) retirement plan · Tri-County Mental Health Services, Inc., DBA Beacon Mental Health's Beacon Mental Health 403(b) Retirement Plan held $8.0M in plan assets for 198 participants in 2024, with Empower as recordkeeper.

Active participants

198

Accounts w/ balance

174

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH.

Plan sponsor

Name

TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH

EIN

43-1556416all filings

Address

3100 NE 83RD STREET SUITE 1001 · KANSAS CITY, MO · 64119

Phone

(816) 877-0439

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PICKETT, CHANEY & MCMULLEN LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MWA HOLDCO LLC DBA MARINER LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$15K	—

Investments

26 direct securities· $8.0M(100% of reported assets)

Mutual Funds

$6.0M

19 holdings

Common Collective Trusts

$1.1M

1 holding

Other securities

$755K

4 holdings

Stable Value

$166K

1 holding

Bonds / Notes

$15K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Mutual fund	Mutual Funds	—	—	$1.3M	15.7%
American Funds 2040 Target Date Retirement Mutual fund	Mutual Funds	—	—	$1.1M	14.2%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$1.1M	13.7%
American Funds 2050 Target Date Retirement Mutual fund	Mutual Funds	—	—	$843K	10.5%
T. Rowe Price Large Cap Growth Mutual fund	Other securities	—	—	$466K	5.8%
American Funds EuroPacific Growth Mutual fund	Mutual Funds	—	—	$320K	4.0%
American Funds 2055 Target Date Retirement Mutual fund	Mutual Funds	—	—	$302K	3.8%
American Funds 2010 Target Date Retirement Mutual fund 119 American Funds 2020 Target Date Retirement Mutual fund	Mutual Funds	—	—	$299K	3.7%
American Funds 2060 Target Date Retirement Mutual fund	Mutual Funds	—	—	$241K	3.0%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$226K	2.8%
American Funds 2035 Target Date Retirement Mutual fund	Mutual Funds	—	—	$220K	2.8%
MFS Value Fund Mutual fund	Mutual Funds	—	—	$219K	2.7%
American Funds New Perspective Mutual fund	Mutual Funds	—	—	$192K	2.4%
Invesco Discovery Mid Cap Growth Mutual fund	Mutual Funds	—	—	$186K	2.3%
American Funds 2045 Target Date Retirement Mutual fund	Mutual Funds	—	—	$176K	2.2%
Empower Investments Fixed Account Guaranteed investment contract	Stable Value	—	—	$166K	2.1%
American Funds New World Mutual fund	Mutual Funds	—	—	$151K	1.9%
Undiscovered Managers Behavioral Value Mutual fund	Other securities	—	—	$121K	1.5%
JPMorgan Core Plus Bond Mutual fund	Other securities	—	—	$110K	1.4%
Fidelity International Index Mutual fund 968 Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$71K	0.9%
American Funds 2065 Target Date Retirement Mutual fund	Mutual Funds	—	—	$67K	0.8%
Columbia Real Estate Equity Mutual fund	Other securities	—	—	$58K	0.7%
MFS Mid Cap Value Mutual fund	Mutual Funds	—	—	$25K	0.3%
DFA Us Small Cap Growth Mutual fund	Mutual Funds	—	—	$22K	0.3%
American Funds 2025 Target Date Retirement Mutual fund	Mutual Funds	—	—	$17K	0.2%
Notes receivable from participants Two participants, interest rate of 5.50%	Bonds / Notes	—	—	$15K	0.2%